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Beta Wealth Group’s Alibaba BABA Stock Holding History

Beta Wealth Group’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-19,898
Closed -$2.17M – 88
2022
Q1 		$2.17M Buy
19,898
+4,344
+28% +$500K 1.45% 24
2021
Q4 		$2.3M Hold
15,554
– – 1.66% 21
2021
Q3 		$2.3M Buy
15,554
+3,349
+27% +$609K 1.66% 21
2021
Q2 		$2.77M Buy
12,205
+741
+6% +$165K 1.93% 20
2021
Q1 		$2.6M Buy
+11,464
New +$2.82M 1.89% 20

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beta Wealth Group's BABA Position: Q2 2022 in Review

Beta Wealth Group sold out of Alibaba (BABA) in Q2 2022, closing a stake of 19,898 shares — an estimated $2.17M sold.

Beta Wealth Group first reported a position in BABA in Q1 2021 and held it in 5 quarters. The position peaked at $2.77M in Q2 2021. 1,304 funds tracked by Wall St. Rank hold BABA as of Q2 2022.

  • Beta Wealth Group reported no remaining Alibaba position as of Q2 2022 after selling out during the quarter.
  • Beta Wealth Group sold 19,898 Alibaba shares in Q2 2022, an estimated $2.17M.
  • Beta Wealth Group first reported a position in Alibaba in Q1 2021 and held it in 5 quarters.
  • Beta Wealth Group's Alibaba position peaked at $2.77M in Q2 2021.
  • 1,304 funds tracked by Wall St. Rank held Alibaba as of Q2 2022.

Based on Beta Wealth Group's 13F filing for Q2 2022, filed 5 Aug 2022.